See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,116 | $65,561-0.7% | $86,188-24.4% | $75,163-13.4% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | 13.37% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $7,177 | $1,553+362.2% | $2,380+201.5% | $2,670+168.8% |
| Participant deferral / active EE | $3,604 | $3,024+19.2% | $3,985-9.6% | $4,125-12.6% |
| Admin fee / account holder | $5,970 | $5,474+9.1% | $6,852-12.9% | $5,651+5.6% |